2018 Facilities and Administrative Rates - Long Form

Overview

This workshop is essential for those new to the long form methodology or for those who need to understand more about sponsored research cost accounting. The Facilities and Administrative Rates workshop provides an overview of cost accounting per OMB Circular A-21. Participants also learn the fundamentals of cost pools, how to allocate facilities and administrative (indirect) costs required by OMB Circular A-21, proposal preparation, rate negotiation, and audit considerations.

Topics include base cost development, department administrative expenses, operation and maintenance costs, fringe benefits, space, depreciation, libraries, service and recharge centers, cost sharing, unallowable costs, direct costs, and regulatory updates. This program allows attendees time to interact with colleagues and pose questions to a faculty of highly experienced campus cost experts, while reviewing a case study that allows attendees to step through preparing long form schedules.

There will also be plenty of opportunities to network with colleagues at events such as a welcome reception.

Schedule

Monday, January 29

Speaker(s):Michael Anthony, University of WashingtonMichael Legrand, University of California, Davis

10:15 AM

Refreshment Break

10:30 AM

Rate Concepts – How To Do This / Intro to Case Study

Speaker(s):Lynn McGinley, University of Maryland BaltimoreVirginia Oviedo, The University of Texas at Austin

12:00 PM

Lunch

1:00 PM

Base Determination and Cost Sharing

Speaker(s):Andres Chan, University of Southern California

2:00 PM

Space Determination, - Concepts

Speaker(s):Michael Anthony, University of WashingtonLynn McGinley, University of Maryland Baltimore

2:45 PM

Refreshment Break

3:00 PM

Space Determination, Survey Techniques

Speaker(s):Lynn McGinley, University of Maryland BaltimoreVirginia Oviedo, The University of Texas at Austin

3:30 PM

Depreciation and Interest/Case Study Refresher

Speaker(s):Michael Legrand, University of California, DavisVirginia Oviedo, The University of Texas at Austin

5:00 PM

Welcome Reception

Tuesday, January 30

7:30 AM

Networking Breakfast

8:30 AM

Operations & Maintenance/Library

Speaker(s):Lynn McGinley, University of Maryland BaltimoreVirginia Oviedo, The University of Texas at Austin

9:45 AM

General and Sponsored Projects Admin/Student Administration and Services

Speaker(s):Andres Chan, University of Southern CaliforniaMichael Legrand, University of California, Davis

10:30 AM

Refreshment Break

10:45 AM

Departmental Administration

Speaker(s):Michael Anthony, University of Washington

12:00 PM

Lunch

1:00 PM

Project Planning/Proposal Wrap-Up/Negotiation

Speaker(s):Andres Chan, University of Southern CaliforniaMichael Legrand, University of California, DavisLynn McGinley, University of Maryland Baltimore

2:30 PM

Refreshment Break

2:45 PM

Questions and Answers

Speaker(s):Michael Anthony, University of WashingtonAndres Chan, University of Southern CaliforniaMichael Legrand, University of California, DavisLynn McGinley, University of Maryland BaltimoreVirginia Oviedo, The University of Texas at Austin

4:30 PM

Program Adjourns

Hotel

Disney's Grand Floridian Resort

Billed as Disney's "flagship resort," Disney's Grand Floridian Resort and Spa is exquisite with its combination of Victorian style and modern day amenities. The inspiration of the resort comes from San Diego's venerable Hotel Del Coronado and can be felt from its verandas, dormers and cupolas, red-gabled roofs and intricate gingerbread trim.

To make your guestroom reservations call the number below.(407) 939-4686

Room Rate

Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.

Beware of Room Block Poachers:This is the practice of companies posing as an agent or representative of an association offering hotel reservation services. They may offer a hotel room at a lower cost, and have an official sounding name such as "Exhibition Housing Management". "Poachers" will immediately charge your credit card, sometimes with a "service fee", and in many cases will not make a reservation. Be advised that this is NOT an official service. No attendee should be contacted about hotel reservations except by NACUBO. If someone outside of NACUBO contacts you, we urge you to ignore them and report them immediately to NACUBO.

CPE Information

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.